See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $393,519 | $110,257+256.9% | $96,544+307.6% | $139,434+182.2% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.4pp | 80.3%+3.0pp |
| Annual return | 140.17% | 26.32%+113.9pp | 25.84%+114.3pp | 372.94%-232.8pp |
| Employer contribution / active EE | $1,244 | $3,620-65.6% | $2,965-58.0% | $4,751-73.8% |
| Participant deferral / active EE | $5,281 | $5,548-4.8% | $4,851+8.9% | $6,710-21.3% |
| Admin fee / account holder | $2,154 | $11,591-81.4% | $8,252-73.9% | $11,403-81.1% |